U.S. Communications Stock News

NYSE:LTC
NYSE:LTCHealth Care REITs

LTC Properties Atlanta Deal Expands Senior Housing Operations Strategy

LTC Properties (NYSE:LTC) has acquired a three property senior living portfolio in Atlanta for $108 million. The deal adds nearly 400 senior living units to its Senior Housing Operating Portfolio. This acquisition shifts the portfolio mix, with senior housing operations now representing 27% of gross investment in under a year. For investors watching LTC Properties at a share price of $37.73, this Atlanta transaction indicates that the company is leaning further into senior housing...
NYSE:RJF
NYSE:RJFCapital Markets

Is Raymond James Financial (RJF) Attractively Priced After Strong Multi‑Year Share Price Gains?

If you are wondering whether Raymond James Financial is fairly priced or offering value at its current US$167.44 share price, you are not alone. The stock has been relatively steady in the short term, with a 0.1% decline over the last week and a 0.8% decline over the last month, while still showing 2.3% year to date, 0.7% over 1 year, 57.7% over 3 years and 137.6% over 5 years. Recent attention on Raymond James Financial has focused on how a large wealth management and capital markets firm...
NYSE:AIT
NYSE:AITTrade Distributors

Applied Industrial Technologies (AIT) Valuation Check After Mixed Quarter And Guidance Raise

Applied Industrial Technologies (AIT) drew fresh attention after its latest quarter combined higher sales and EPS with a guidance raise, yet left analysts cautious due to softer organic growth, margin pressure, and choppy demand. See our latest analysis for Applied Industrial Technologies. That mixed earnings reaction has come alongside a share price of US$287.03, with a 7 day share price return of 10.6% and a 90 day share price return of 10.9%. The 3 year total shareholder return is above...
NYSE:APAM
NYSE:APAMCapital Markets

Artisan Partners’ Record Results And Real Estate Push Raise Valuation Questions

Artisan Partners Asset Management (NYSE:APAM) reports record financial results, including all time high revenue and assets under management supported by significant investment gains. The company acquires Grandview Property Partners, adding private real estate capabilities to its alternative investments platform. Artisan Partners promotes Angela Wu to expanded portfolio management roles and appoints Ryan G. Von Hoff as Chief Accounting Officer, further building out its leadership...
NYSE:ABBV
NYSE:ABBVBiotechs

AbbVie (ABBV) One Off US$5.0b Loss Tests Bullish High P/E Valuation Narratives

AbbVie (ABBV) has wrapped up FY 2025 with fourth quarter revenue of US$16.6 billion and basic EPS of US$1.02, setting the tone for a year where trailing twelve month revenue reached US$61.2 billion alongside EPS of US$2.38. The company has seen revenue move from US$56.3 billion to US$61.2 billion on a trailing basis, while trailing EPS shifted from US$2.40 to US$2.38, giving investors a clear read on the top line against more compressed profitability. With a trailing net profit margin of 6.9%...
NasdaqGS:VRTX
NasdaqGS:VRTXBiotechs

Assessing Vertex Pharmaceuticals (VRTX) Valuation After Autoimmune Pipeline Expansion With WuXi Biologics

Vertex Pharmaceuticals (VRTX) just expanded its autoimmune pipeline through a license and research agreement with WuXi Biologics for a trispecific T cell engager, and the stock now sits squarely on many biotech investors’ radars. See our latest analysis for Vertex Pharmaceuticals. The WuXi Biologics agreement comes as Vertex shares trade at US$458.81. Recent weakness is reflected in a 1-day share price return of a 2.49% decline and a 7-day share price return of a 3.55% decline, while a 90-day...
NasdaqGS:NSIT
NasdaqGS:NSITElectronic

Does Record Q4 Margins Amid Lower 2025 Sales Reshape the Bull Case for Insight (NSIT)?

Insight Enterprises reported fourth-quarter 2025 results showing revenue of US$2,048.3 million, down slightly year on year, while net income rose to US$51.95 million and earnings per share increased on both a basic and diluted basis. Despite full-year 2025 revenue and earnings declining versus 2024, the company delivered record gross profit and margins, with cloud and core services strength and successful integration of data, AI, and cybersecurity acquisitions supporting higher profitability...
NasdaqGS:LASR
NasdaqGS:LASRElectronic

nLIGHT Equity Raise Fuels Defense Laser Expansion And Execution Focus

nLIGHT (NasdaqGS:LASR) completed a public follow-on equity offering of about $175 million in gross proceeds. The company plans to use the capital to support its high energy laser manufacturing expansion for defense applications. The offering follows recent pre-announcements referencing strong revenue trends, additional defense contracts, and increased production capacity. nLIGHT focuses on high power semiconductor and fiber lasers, with a growing emphasis on systems built for defense use...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Netflix Warner Bros Deal Scrutiny Puts Spotlight On Shareholder Risks

Netflix, ticker NasdaqGS:NFLX, is pursuing a multibillion-dollar acquisition of Warner Bros. Discovery that is now under heightened scrutiny from US and European regulators. Senate hearings have put Netflix's co-CEO in the spotlight as lawmakers probe potential antitrust and competition issues tied to the proposed deal. Regulators are examining how a combined Netflix and Warner Bros. Discovery could affect streaming rivals, including competing bidders such as Paramount Skydance. For...
NYSE:TGT
NYSE:TGTConsumer Retailing

Target’s Beauty Reset Tests Inclusive Haircare And Turnaround Potential

Target (NYSE:TGT) is rolling out its largest Spring beauty assortment refresh, including a major expansion in haircare. The retailer is introducing "being," a community-led, inclusive haircare brand previously exclusive to Walmart, into its stores. The refresh brings multiple new, trend-focused beauty and haircare brands to Target shelves nationwide. Target is pairing the new assortment with an expanded, reworked in-store beauty experience across its store base. For Target, beauty sits at...
NYSE:TSM
NYSE:TSMSemiconductor

Is Taiwan Semiconductor Manufacturing (NYSE:TSM) Priced Fairly After Its Strong Multi‑Year Share Run?

If you are wondering whether Taiwan Semiconductor Manufacturing's current share price lines up with its underlying worth, you are not alone. This stock often sits at the center of valuation debates for chipmakers. With the share price at US$330.73, recent returns have been mixed, including a 2.6% decline over the last 7 days, a 1.0% gain over 30 days, a 3.5% gain year to date, a 58.8% return over 1 year, a 254.8% return over 3 years and a 153.8% return over 5 years. Recent attention on...
NasdaqGS:PEBO
NasdaqGS:PEBOBanks

Peoples Bancorp (PEBO) Is Up 5.5% After Earnings Beat And Loan Growth Momentum - Has The Bull Case Changed?

Peoples Bancorp recently reported a strong fourth quarter, with revenue rising year on year and exceeding analyst expectations, supported by positive operating leverage and healthy loan growth. Alongside these results, management has been engaging with investors through presentations and meetings, underscoring its focus on transparency and clear communication around business and financial performance. We’ll now examine how this combination of earnings strength and loan growth influences...
NasdaqGS:WAFD
NasdaqGS:WAFDBanks

WaFd (WAFD) Valuation Check After Recent Modest Share Price Move

What WaFd’s recent performance might signal for investors WaFd (WAFD) has been on many investors’ screens after a modest 0.2% decline in the latest session, following a period where the shares show positive moves over the past week, month, and past 3 months. With a value score of 4 and an implied intrinsic discount of about 11.6% to one internal estimate, the stock’s recent trading levels are prompting closer attention from investors who are comparing the current price with perceived...
NYSE:PM
NYSE:PMTobacco

Is Philip Morris International (PM) Still Attractive After Its Strong Multi Year Share Price Run

If you are wondering whether Philip Morris International is still reasonably priced after its strong run, this article will walk you through what the current market price might be implying about its value. The stock last closed at US$182.00, with returns of 2.3% over 7 days, 17.3% over 30 days, 13.5% year to date, 29.7% over 1 year, 104.8% over 3 years and 171.6% over 5 years. These figures may have some investors reassessing both its potential and its risks. Recent attention on Philip...
NYSE:FCPT
NYSE:FCPTSpecialized REITs

A Look At Four Corners Property Trust’s Valuation After New Long Term Auto Care And Restaurant Acquisitions

Four Corners Property Trust (FCPT) recently announced two new acquisitions totaling US$4.6 million. The additions include a GreatWater 360 Auto Care site in Minnesota and a McAlister's Deli location in Michigan, both under long-term net lease structures. See our latest analysis for Four Corners Property Trust. These two acquisitions land at a time when momentum in Four Corners Property Trust's share price has been picking up, with a 1 month share price return of 8.51% and a year to date share...
NYSE:IBP
NYSE:IBPConsumer Durables

Installed Building Products (IBP) Valuation Check After Strong Recent Share Price Momentum

Installed Building Products stock triggered by recent performance Installed Building Products (IBP) has drawn fresh investor attention after recent share price strength, with the stock up around 17% over the past month and about 25% in the past 3 months. See our latest analysis for Installed Building Products. At a share price of $323.09, the stock’s recent 7 day share price return of 10.39% and 30 day share price return of 17.16% build on a 1 year total shareholder return of 71.81%. This...
NYSE:AIR
NYSE:AIRAerospace & Defense

A Look At AAR (AIR) Valuation As Oklahoma City MRO Expansion Supports Ongoing Growth Narrative

AAR (AIR) is back in focus after substantially completing an 80,000+ square foot expansion of its Oklahoma City airframe MRO facility, adding three 737 capable bays and deepening its long term Alaska Airlines relationship. See our latest analysis for AAR. AAR’s latest Oklahoma City expansion comes after a strong run, with a 30 day share price return of 19.46% and a 1 year total shareholder return of 57.05% suggesting momentum has been building rather than fading. If this expansion has you...
NasdaqCM:FMNB
NasdaqCM:FMNBBanks

Is Farmers National Banc (FMNB) Pricing Reflect Its Earnings Power After Recent Share Moves

If you are wondering whether Farmers National Banc's current share price reflects its real value, you are not alone. This article is built to help you frame that question clearly. The stock last closed at US$13.32, with returns of 3.7% over the past 7 days, a 1.3% decline over 30 days, and modest moves of 0.4% year to date, 0.4% over 1 year, 9.5% over 3 years and 19.0% over 5 years. These mixed shorter and longer term returns have kept valuation in focus for investors who follow the regional...
NYSE:IT
NYSE:ITIT

Gartner (IT) Valuation Reset After Cautious 2026 Outlook And Sharp Share Price Reaction

Gartner (IT) is back in focus after its 2026 outlook pointed to lower anticipated revenue and earnings growth compared with Wall Street expectations, triggering a sharp share price reaction despite Q4 2025 results that topped forecasts. See our latest analysis for Gartner. The guidance shock sits on top of an already weak run, with a 7 day share price return of 28.52% and a 30 day share price return of 37.89% contributing to a 1 year total shareholder return of 71.55%. Recent buybacks and new...
NasdaqGS:TTMI
NasdaqGS:TTMIElectronic

TTM Technologies (TTMI) Net Margin Expansion Tests Bullish Growth Narratives

TTM Technologies' FY 2025 Earnings Put Recent Growth in Focus TTM Technologies (TTMI) has just wrapped up FY 2025 with fourth quarter revenue of US$774.3 million and basic EPS of US$0.49. This capped a 12 month stretch where trailing 12 month EPS reached US$1.73 on revenue of about US$2.9 billion, alongside earnings growth of 214.4% year over year. Over the past two quarters, the company has seen quarterly revenue move from US$752.7 million to US$774.3 million while EPS went from US$0.51 to...
NYSE:VVV
NYSE:VVVSpecialty Retail

Why Valvoline (VVV) Is Up 12.9% After Revenue Growth But a Surprise Quarterly Net Loss

Valvoline Inc. recently reported fiscal first-quarter 2025 results, with sales rising to US$461.8 million from US$414.3 million a year earlier, while swinging from net income of US$91.6 million to a net loss of US$32.8 million and posting a basic loss per share from continuing operations of US$0.25. The quarter highlighted growing revenue alongside pressure on profitability as Valvoline continued integrating the Breeze acquisition, adding 162 largely immature stores to a network that now...
NasdaqGS:ALKS
NasdaqGS:ALKSBiotechs

Assessing Alkermes (ALKS) Valuation After Recent Share Price Pullback And Multi Year Gains

Stock performance snapshot and what has investors watching Alkermes (ALKS) Alkermes (ALKS) has drawn investor attention after a mixed stretch for the stock, with a 1-day return of about a 2% decline, a 7-day return near a 4% decline, and gains over the past month and the past 3 months. See our latest analysis for Alkermes. At a share price of $33.55, Alkermes has recently paired a 16.57% 1 month share price return with an 18.72% year to date share price return, while its 5 year total...
NYSE:KAI
NYSE:KAIMachinery

Is Kadant (KAI) Pricing Look Stretched After Mixed Returns And Rich P/E Multiple?

If you are wondering whether Kadant's current share price reflects its real worth, the key question is how the market is pricing its fundamentals today. The stock last closed at US$330.25, with returns of 1.9% over 7 days, 8.2% over 30 days, 15.3% year to date, and a 10.2% decline over 1 year, set against longer term returns of 65.3% over 3 years and 131.6% over 5 years. These shorter and longer term moves have put valuation under the spotlight for many investors, especially as the price...